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AI Inference Silicon

Inference silicon runs trained models in production rather than training them, and rewards throughput per watt over raw peak performance. It is a distinct design problem from training, and has drawn in custom accelerator designers alongside the incumbent chip vendors.

7 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
526	BAS Brown Advisory Securities Baltimore, Maryland	$4.12M	+$20.8K	1	0.89%	Increased
527	First National Trust Hermitage, Pennsylvania	$4.11M	-$1.14M	1	0.48%	Reduced
528	AMI Amica Mutual Insurance Providence, Rhode Island	$4.09M	$0	1	0.37%	Maintained
529	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$4.08M	+$154K	1	1.62%	Increased
530	CAM Cortina Asset Management Milwaukee, Wisconsin	$4.08M	-$1.29M	1	0.17%	Reduced
531	Wolverine Asset Management Chicago, Illinois	$4.06M	+$363K	1	0.05%	Increased
532	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$4.04M	-$578K	1	0.67%	Reduced
533	Geneos Wealth Management Englewood, Colorado	$4.04M	-$69.2K	2	0.4%	Reduced
534	AMM American Money Management Rancho Santa Fe, California	$4.02M	-$252K	1	2.67%	Reduced
535	Covington Capital Management Los Angeles, California	$4.02M	+$152K	1	0.27%	Increased
536	GLRA Gerald L. Ray & Associates Dallas, Texas	$4M	+$618K	1	0.5%	Increased
537	JAM Jolley Asset Management Rocky Mount, North Carolina	$3.99M	+$75.7K	1	2.71%	Increased
538	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$3.98M	+$576K	1	1.23%	Increased
539	HL Financial Services Louisville, Kentucky	$3.97M	+$56K	1	0.08%	Increased
540	Handelsbanken Fonder Stockholm, Sweden	$3.92M	$0	1	0.09%	Maintained
541	Jones Financial Companies Des Peres, Missouri	$3.91M	+$1.75M	1	0.01%	Increased
542	OKSA O'Keefe Stevens Advisory Rochester, New York	$3.89M	+$3.97M	1	3.61%	New
543	PWM Patriot Wealth Management Houston, Texas	$3.88M	+$23.6K	1	0.63%	Increased
544	Tiedemann Advisors New York	$3.87M	-$452K	1	0.35%	Reduced
545	Capital International Sarl Los Angeles, California	$3.84M	+$1.81M	1	0.32%	Increased
546	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$3.83M	+$3.58M	1	0.33%	Increased
547	People's United Financial Bridgeport, Connecticut	$3.82M	-$36.3K	1	0.13%	Reduced
548	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$3.8M	+$426K	1	0.59%	Increased
549	Busey Bank Urbana, Illinois	$3.79M	+$6.4K	1	0.45%	Increased
550	AMG National Trust Bank Greenwood Village, Colorado	$3.78M	+$76.8K	1	0.26%	Increased